Automate Your Bakery Leads: Integrating Facebook Ads with ERPNext Using Pabbly Connect

Learn how to automate lead management for your bakery by integrating Facebook Leads Ads with ERPNext using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Facebook Leads Ads Integration

In this section, we will introduce how to use Pabbly Connect to automate the process of adding leads received from Facebook Leads Ads to ERPNext. This integration is essential for businesses like a bakery that rely on Facebook for lead generation.

To start using Pabbly Connect, you need to create an account. New users can click on the ‘Sign Up for Free’ button to get started, which allows you to automate up to 100 tasks each month at no cost. Once signed in, you will access the dashboard where you can create your workflows.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. In the dialog box that appears, name your workflow something descriptive, like ‘Add Leads from Facebook Leads Ads to ERPNext Automatically.’ This helps in organizing your workflows effectively.

• Click on the ‘Create’ button to proceed.
• You will see the trigger and action setup interface.

In the trigger section, select ‘Facebook Leads Ads’ as the trigger application and set the trigger event to ‘New Lead Instant.’ This configuration ensures that every time a new lead is generated from your Facebook ads, it triggers the workflow.

3. Connecting Facebook Leads Ads to Pabbly Connect

The next step is to connect your Facebook Leads Ads account to Pabbly Connect. Click on ‘Connect’ next to the Facebook Leads Ads option. You will be prompted to log into your Facebook account and authorize Pabbly Connect to access your leads.

Once connected, select the Facebook page associated with your bakery and the lead form you created. For example, if your bakery’s page is called ‘More Than Bakery,’ select it from the dropdown. Then, select the lead form, such as ‘New Contact Form,’ that you want to use for capturing leads.

4. Setting Up ERPNext Integration with Pabbly Connect

After successfully connecting Facebook Leads Ads, the next step is to set up ERPNext as the action application in Pabbly Connect. In the action section, select ‘ERPNext’ and set the action event to ‘Add Lead.’ This allows you to create a new lead in ERPNext whenever a new lead is captured from Facebook.

To establish this connection, you will need to provide the ERPNext base URL, app client ID, and app client secret. Follow the instructions provided in Pabbly Connect to retrieve these details from your ERPNext account. Make sure to copy the redirect URL provided by Pabbly Connect into the ERPNext integration settings.

5. Mapping Lead Details in Pabbly Connect

Once the connections are established, you will need to map the lead details from Facebook Leads Ads to ERPNext fields. This step is crucial for ensuring that the correct information is passed through. For example, map the email, first name, last name, phone number, and city fields from the Facebook lead response to the corresponding fields in ERPNext. using Pabbly Connect

• Email ID: Map from the Facebook lead response.
• Mobile Number: Map from the Facebook lead response.
• City: Map from the Facebook lead response.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the setup. If everything is configured correctly, you should see a response indicating that a new lead has been successfully created in ERPNext.

Conclusion

By following these steps, you can effectively automate the process of adding leads received from Facebook Leads Ads to ERPNext using Pabbly Connect. This integration not only saves time but also ensures that you never miss a lead, enhancing your bakery’s operational efficiency.